Creative Financial Designs’s John Hancock Tax-Advantaged Dividend Income Fund HTD Stock Holding History

Creative Financial Designs’s Portfolio HTD Stock Details HTD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$13.3K	Hold	600	–	–	﹤0.01%	1544
2026 Q2	$15.3K	Hold	600	–	–	﹤0.01%	1395
2026 Q1	$14.9K	Hold	600	–	–	﹤0.01%	1283
2025 Q4	$14.2K	Hold	600	–	–	﹤0.01%	1256
2025 Q3	$14.9K	Hold	600	–	–	﹤0.01%	1238
2025 Q2	$14K	Hold	600	–	–	﹤0.01%	1239
2025 Q1	$14.4K	Hold	600	–	–	﹤0.01%	1186
2024 Q4	$13.2K	Hold	600	–	–	﹤0.01%	1151
2024 Q3	$13.9K	Sell	600 -250	-29%	-$5.35K	﹤0.01%	1108
2024 Q2	$17.2K	Hold	850	–	–	﹤0.01%	1030
2024 Q1	$16.7K	Buy	850 +250	+42%	+$4.79K	﹤0.01%	1014
2023 Q4	$11.4K	Buy	+600	New	+$10.6K	﹤0.01%	1049

Other funds holding HTD

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Live Oak Private Wealth Wilmington, North Carolina $827M AUM 17.32% 1-Year Est. Return

Central Trust Company Jefferson City, Missouri $5.6B AUM 19.96% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Indivisible Partners Clearwater, Florida $2.18B AUM 33.61% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Welch & Forbes Boston, Massachusetts $8.34B AUM 13.98% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Samalin Investment Counsel Chappaqua, New York $319M AUM 12.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Creative Financial Designs's HTD Position: Q3 2026 in Review

Creative Financial Designs held its John Hancock Tax-Advantaged Dividend Income Fund (HTD) position steady in Q3 2026 at 600 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1544.

Creative Financial Designs first reported a position in HTD in Q4 2023 and has held it in 12 quarters since. The position peaked at $17.2K in Q2 2024. 46 funds tracked by Wall St. Rank hold HTD as of Q3 2026.

Creative Financial Designs held 600 shares of John Hancock Tax-Advantaged Dividend Income Fund worth $13.3K as of Q3 2026.
Creative Financial Designs left its John Hancock Tax-Advantaged Dividend Income Fund share count unchanged in Q3 2026.
John Hancock Tax-Advantaged Dividend Income Fund made up ﹤0.01% of Creative Financial Designs's portfolio in Q3 2026, its #1544 holding.
Creative Financial Designs first reported a position in John Hancock Tax-Advantaged Dividend Income Fund in Q4 2023 and has held it in 12 quarters since.
Creative Financial Designs's John Hancock Tax-Advantaged Dividend Income Fund position peaked at $17.2K in Q2 2024.
46 funds tracked by Wall St. Rank held John Hancock Tax-Advantaged Dividend Income Fund as of Q3 2026.

Based on Creative Financial Designs's 13F filing for Q3 2026, filed 4 Nov 2026.